See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRIEST AMISTADI1+ years Filed as: PRIEST AMISTADI, CPA'S Service code 10 1021 14TH STREET SUITE 2 · MODESTO, CA 95354 | Accounting | $5,500 |
WELLS FARGO BANK, N.A.1+ years Service code 64 608 2ND AVENUE SOUTH · MINNEAPOLIS, MN 55402 | Recordkeeping Fees | $1,148 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,638 | $42,546-4.5% | $71,796-43.4% | $55,167-26.3% |
| Participation rate | 92.9% | 59.1%+33.7pp | 69.1%+23.7pp | 69.0%+23.9pp |
| Annual return | 0.23% | 12.36%-12.1pp | 78.04%-77.8pp | 169.23%-169.0pp |
| Employer contribution / active EE | $870 | $803+8.3% | $1,924-54.8% | $1,963-55.7% |
| Participant deferral / active EE | $1,443 | $2,064-30.1% | $2,794-48.4% | $3,054-52.8% |
| Admin fee / account holder | $47 | $650-92.8% | $4,815-99.0% | $504-90.7% |